CWM
Congress Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.9M | Buy |
441,958
+17,465
| +4% | +$2.33M | 0.57% | 29 |
|
|
2025
Q1 | $54.8M | Buy |
424,493
+42,294
| +11% | +$5.46M | 0.66% | 28 |
|
|
2024
Q4 | $48.8M | Buy |
382,199
+5,662
| +2% | +$722K | 0.67% | 30 |
|
|
2024
Q3 | $48.3M | Buy |
376,537
+370,550
| +6,189% | +$47.5M | 0.64% | 26 |
|
|
2024
Q2 | $710K | Buy |
5,987
+89
| +2% | +$10.6K | 0.01% | 482 |
|
|
2024
Q1 | $714K | Sell |
5,898
-5,454
| -48% | -$660K | 0.01% | 406 |
|
|
2023
Q4 | $1.27M | Buy |
11,352
+4,417
| +64% | +$493K | 0.02% | 367 |
|
|
2023
Q3 | $717K | Buy |
6,935
+548
| +9% | +$56.6K | 0.01% | 408 |
|
|
2023
Q2 | $678K | Sell |
6,387
-1,929
| -23% | -$205K | 0.02% | 377 |
|
|
2023
Q1 | $877K | Sell |
8,316
-8,874
| -52% | -$936K | 0.02% | 358 |
|
|
2022
Q4 | $1.86M | Sell |
17,190
-47,857
| -74% | -$5.18M | 0.05% | 270 |
|
|
2022
Q3 | $6.17M | Buy |
65,047
+979
| +2% | +$92.9K | 0.17% | 166 |
|
|
2022
Q2 | $6.52M | Sell |
64,068
-12,272
| -16% | -$1.25M | 0.17% | 168 |
|
|
2022
Q1 | $8.57M | Sell |
76,340
-2,354
| -3% | -$264K | 0.19% | 160 |
|
|
2021
Q4 | $8.82M | Buy |
+78,694
| New | +$8.82M | 0.18% | 165 |
|